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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
1001
Aspiriant LLC
California
$216K +$210K +652 New
MPWT
1002
MassMutual Private Wealth & Trust
Connecticut
$216K +$10.6K +33 +5%
MAA
1003
Matrix Asset Advisors
New York
$215K – – –
FA
1004
Fermata Advisors
California
$214K +$208K +646 New
AP
1005
Appleton Partners
Massachusetts
$214K – – –
CA
1006
Cornerstone Advisory
Maryland
$213K +$3.55K +11 +2%
CG
1007
Clifford Group
Massachusetts
$213K -$22.3K -69 -10%
MFWP
1008
Mosaic Family Wealth Partners
Missouri
$213K +$207K +641 New
CWP
1009
Curated Wealth Partners
California
$213K -$1.01M -3,120 -83%
PEWA
1010
Pacific Excel Wealth Advisors
California
$212K +$206K +640 New
HFO
1011
Heritage Family Offices
Arizona
$212K -$169K -525 -45%
WC
1012
Waterloo Capital
Texas
$212K +$206K +639 New
KP
1013
Keel Point
Alabama
$211K -$32.6K -101 -14%
CW
1014
CrossGen Wealth
North Carolina
$211K – – –
MSR
1015
Main Street Research
Connecticut
$208K +$1.94K +6 +1%
GWP
1016
Gateway Wealth Partners
Wisconsin
$208K -$88.4K -274 -30%
HIP
1017
HUB Investment Partners
Texas
$208K +$202K +626 New
TP
1018
TritonPoint Partners
Maryland
$208K +$202K +626 New
EP
1019
Ehrenkranz Partners
New York
$208K -$62.9K -195 -24%
FM
1020
Family Management
New York
$207K +$202K +625 New
TPI
1021
Trust Point Inc
Wisconsin
$205K -$968 -3 -0.5%
NFG
1022
Nations Financial Group
Iowa
$205K -$4.19K -13 -2%
TCOO
1023
Trust Company of Oklahoma
Oklahoma
$205K -$23.9K -74 -11%
KIA
1024
KCM Investment Advisors
California
$205K -$10.6K -33 -5%
LS
1025
Leelyn Smith
Illinois
$204K +$198K +614 New
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